Sales Intelligence Dashboard

Overview

The project connected CRM and product data into a practical intelligence workflow for account teams.

Challenge

Data quality varied across systems, and teams needed explainable outputs they could trust in daily workflows.

Solution

Implemented normalized data views, model guardrails, and role-specific dashboard modules.

Results

• • Faster account reviews for weekly pipeline sessions
• • Improved follow-up consistency across SDR and AE teams
• • Clearer prioritization of high-potential opportunities

Stack